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Caleb James Fry

Mason Investment Advisory Services Inc

Reston, VA

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Current Employers
Mason Investment Advisory Services Inc

11921 Freedom Drive Suite 1000, Reston, VA 20190 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2023-08-29
  • VA RA
    APPROVED
    Since 2023-08-29

Branch Locations

11921 Freedom Drive Suite 1000, Reston, VA 20190 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Full Time Student Uniontown OH 10/2011 02/2017
Green Family Ymca Uniontown OH 02/2017 04/2018
Hoffman's Water X Scapes Uniontown OH 04/2018 08/2018
Full Time Student Akron OH 08/2018 12/2018
The J.M. Smucker Company Orrville OH 12/2018 08/2019
Yoder Masonry Uniontown OH 01/2020 03/2020
Full Time Student Akron OH 03/2020 05/2020
Long Road Risk Management Fairlawn OH 05/2020 01/2021
Valmark Financial Group Fairlawn OH 01/2021 03/2021
Sterling Financial Partners Ashburn VA 03/2021 04/2022
Full Time Student Akron OH 08/2019 01/2020
Lpl Financial Llc Winchester VA 05/2022 08/2023
Water Street Financial Llc Winchester VA 05/2022 08/2023
Mason Investment Advisory Services, Inc. Reston VA 08/2023 Present
Mason Securities, Inc. Reston VA 08/2023 10/2025
  • 10/2011 → 02/2017
    Full Time Student
    Uniontown, OH
  • 02/2017 → 04/2018
    Green Family Ymca
    Uniontown, OH
  • 04/2018 → 08/2018
    Hoffman's Water X Scapes
    Uniontown, OH
  • 08/2018 → 12/2018
    Full Time Student
    Akron, OH
  • 12/2018 → 08/2019
    The J.M. Smucker Company
    Orrville, OH
  • 01/2020 → 03/2020
    Yoder Masonry
    Uniontown, OH
  • 03/2020 → 05/2020
    Full Time Student
    Akron, OH
  • 05/2020 → 01/2021
    Long Road Risk Management
    Fairlawn, OH
  • 01/2021 → 03/2021
    Valmark Financial Group
    Fairlawn, OH
  • 03/2021 → 04/2022
    Sterling Financial Partners
    Ashburn, VA
  • 08/2019 → 01/2020
    Full Time Student
    Akron, OH
  • 05/2022 → 08/2023
    Lpl Financial Llc
    Winchester, VA
  • 05/2022 → 08/2023
    Water Street Financial Llc
    Winchester, VA
  • 08/2023 → Present
    Mason Investment Advisory Services, Inc.
    Reston, VA
  • 08/2023 → 10/2025
    Mason Securities, Inc.
    Reston, VA
Previous Registrations
  • 2022-05-18 → 2023-08-14
    Water Street Financial Llc
    Winchester, VA
  • 2022-02-17 → 2022-04-11
    Valmark Advisers, Inc.
    Ashburn, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-02-12
  • S66 Uniform Combined State Law Examination
    2022-02-12
Designations

View on SEC IAPD

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F L PUTNAM INVESTMENT MANAGEMENT CO.
WEALTHSPIRE ADVISORS
MODERN WEALTH MANAGEMENT, LLC

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SARAH E BAKER
Shayna Amalie Lebowitz
ALLISON LORI Berlenbach Gormier
WILLIAM JESSE DWENGER
MATTHEW JON KRAUSE
BLAINE WILLIAM HOMAN
DEREK LESNAK

Other Offices

STAPLE INVESTMENTS LLC · RESTON, VA
CETERA INVESTMENT ADVISERS LLC · RESTON, VA
CERITY PARTNERS LLC · RESTON, VA
AUTUMN WIND ASSET MANAGEMENT INC · RESTON, VA
HOULIHAN FINANCIAL RESOURCE GROUP, LTD. · RESTON, VA
F L PUTNAM INVESTMENT MANAGEMENT CO. · RESTON, VA
WEALTHSPIRE ADVISORS · Reston, VA
WEALTHSPIRE ADVISORS · Reston, VA

More in Reston, VA

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